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Last Updated: 04/21/2026
in Release Notes Home Release 71
The release notes in this article correspond to release version 71. Screens and logic may have changed in newer versions.
Accounts AR History - Logic Updated to Single Invoices if Account has a Billing Batch in Progress (159...
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Last Updated: 04/21/2026
in Setup Home User Security
Pathway: Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available f...
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Last Updated: 04/21/2026
in Release Notes Home Release 72
The release notes in this article correspond to release version 72. Screens and logic may have changed in newer versions.
Home Login Screen - Updates to Login, New User Login and Reset Password Screens (16196) The foll...
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Last Updated: 04/21/2026
in Setup Home System Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. Divi...
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An issue has been resolved on the Credit Card Expiration screen that prevented credit cards from displaying if the Auto Pay filter was set to No. Pathway: Accounting > Credit Card Expiration ...
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Last Updated: 04/21/2026
in Setup Home Services Pathway: Setup > Services > Surcharge This article explains how to set up surcharges that can later be added to a surcharge group for application to a site's billing settings. Surcharges are additional fees applied to services and are include...
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Last Updated: 04/21/2026
in Setup Home Accounting Pathway: Setup > Accounting > ERP Export Mapping This article outlines the setup required to configure SAP ERP Export Mapping. Proper setup ensures that service codes, charge codes, and service regions in the system are accurately linke...
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Last Updated: 04/21/2026
in Reporting Home
Customer Analysis Reports Customer Service Screen (Accounts) > [click-on] Customer Analysis & Reports icon Analysis – Revenue By Period This account-level report provides a summary of billed revenue for the viewed account, with hyperlink...
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Pathway: Reports > Standard Reports > AR > Aging Details To Date The 'Aging Details To A Date' report provides additional aging details for accounts in the selected division based on the date entered. Required Permissions ...
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Last Updated: 04/21/2026
in Setup Home Accounting Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts/sites and must be added to a Tax Region f...